Other · DOL Form 5500 · 2023
Methodist Health, Inc. Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 76th
- Percentile by assets National rank
Official DOL plan name: Methodist Hospital, Inc. 403(b) Plan · Sponsored by Methodist Health, Inc. · Kentucky · Healthcare & Social Assistance
$24M in assets, N/A participants
Methodist Health, Inc.'s Methodist Hospital, Inc. 403(b) Plan reported $24M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #14,090 in Healthcare & Social Assistance (17,684 peers)
Where Methodist Hospital, Inc. 403(b) Plan sits by assets
Methodist Hospital, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $24M for N/A participants, down 19.3% in 2023.
- #14,090
- in Healthcare & Social Assistance (17,684 peers)
- -19.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Methodist Hospital, Inc. 403(b) Plan's outsized position by total assets
Methodist Hospital, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,215,198 Top 24% higher than 76% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Methodist Hospital, Inc. 403(b) Plan end-of-year assets fell from $30M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Methodist Hospital, Inc. 403(b) Plan reported net income rose from -$7M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 610461753 · Methodist Health, Inc. PY 2023 · Other
Methodist Hospital, Inc. 403(b) Plan · $24M · N/A · 76th
- EOY $24M
- 5500 N/A
- ASSETS 76th
- PCT Other
- EIN near National Conference of Bar Examiners 403(b) Plan
- RANK ind #14090
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
Methodist Hospital, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$6M |
| Employer EIN | 610461753 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Methodist Health, Inc.)
Sponsor-wide plan assets over time
All Methodist Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 24.24165587435833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $30M |
| 2023 | 1 | N/A | $24M |
| 2024 | 1 | N/A | $23M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- Baptist Health Thrift Plan $1.1B · 790
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- Emh Retirement Savings Plan $179M · 1,706
- Owensboro Health 403(b) Safe Harbor Plan $169M · 3,768
Methodist Hospital, Inc. 403(b) Plan's closest out-of-state Other peers by assets
Outside Kentucky, the nearest Other by end-of-year assets is National Conference of Bar Examiners 403(b) Plan in WI at $24M (this filing: $24M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.